FFA
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Farther Finance Advisors’s Bridgewater Bancshares BWB Stock Holding History

Farther Finance Advisors’s Portfolio BWB Stock Details BWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$15.4K Buy
734
+28
+4% +$531 ﹤0.01% 4146
2026
Q1 		$12.6K Sell
706
-2
-0.3% -$37 ﹤0.01% 3962
2025
Q4 		$12.4K Buy
708
+29
+4% +$503 ﹤0.01% 3767
2025
Q3 		$11.9K Hold
679
– – ﹤0.01% 3364
2025
Q2 		$10.8K Hold
679
– – ﹤0.01% 3038
2025
Q1 		$9.46K Sell
679
-25
-4% -$348 ﹤0.01% 2765
2024
Q4 		$9.51K Hold
704
– – ﹤0.01% 2403
2024
Q3 		$9.98K Hold
704
– – ﹤0.01% 2370
2024
Q2 		$8.11K Hold
704
– – ﹤0.01% 2157
2024
Q1 		$8.2K Buy
704
+678
+2,608% +$8.26K ﹤0.01% 1843
2023
Q4 		$352 Buy
+26
New +$274 ﹤0.01% 3091

Other funds holding BWB

TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PCM
Palouse Capital Management Spokane, Washington $160M AUM 36.15% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
MAFA
MJT & Associates Financial Advisory Monteviceo, Minnesota $151M AUM 22.54% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Farther Finance Advisors's BWB Position: Q2 2026 in Review

Farther Finance Advisors increased its Bridgewater Bancshares (BWB) stake by 4% in Q2 2026, buying an estimated $531 and bringing the position to 734 shares worth $15.4K. The position accounts for ﹤0.01% of the portfolio, ranked #4146.

Farther Finance Advisors first reported a position in BWB in Q4 2023 and has held it in 11 quarters since. 14 funds tracked by Wall St. Rank hold BWB as of Q2 2026.

  • Farther Finance Advisors held 734 shares of Bridgewater Bancshares worth $15.4K as of Q2 2026.
  • Farther Finance Advisors bought 28 Bridgewater Bancshares shares in Q2 2026, an estimated $531.
  • Bridgewater Bancshares made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #4146 holding.
  • Farther Finance Advisors first reported a position in Bridgewater Bancshares in Q4 2023 and has held it in 11 quarters since.
  • 14 funds tracked by Wall St. Rank held Bridgewater Bancshares as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.